EFS
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Essex Financial Services’s TKO Group TKO Stock Holding History

Essex Financial Services’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,174
Closed -$245K – 829
2025
Q4 		$245K Buy
1,174
+40
+4% +$7.77K 0.01% 674
2025
Q3 		$229K Buy
+1,134
New +$207K 0.01% 663

Other funds holding TKO

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Essex Financial Services's TKO Position: Q1 2026 in Review

Essex Financial Services sold out of TKO Group (TKO) in Q1 2026, closing a stake of 1,174 shares — an estimated $245K sold.

Essex Financial Services first reported a position in TKO in Q3 2025 and held it in 2 quarters. The position peaked at $245K in Q4 2025. 642 funds tracked by Wall St. Rank hold TKO as of Q1 2026.

  • Essex Financial Services reported no remaining TKO Group position as of Q1 2026 after selling out during the quarter.
  • Essex Financial Services sold 1,174 TKO Group shares in Q1 2026, an estimated $245K.
  • Essex Financial Services first reported a position in TKO Group in Q3 2025 and held it in 2 quarters.
  • Essex Financial Services's TKO Group position peaked at $245K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held TKO Group as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.